New names & inbounds — first calls / evaluations · kept until you act (per your note)
29
QBitXforce — moat doc sent, decide
Lalit Ahluwalia · with Ben
Jul 24
Advancing
Redactable / PlusUltra — data room link
Pablo · PlusUltra / via Ben
Jul 23
Advancing
Neon Cyber — Seed open (met at RSA)
Cody · neoncyber.com
Jul 23
Carried
IvyCap / Bharat Innovates — call Jul 28
Sneha Gupta · ivycapventures.com
Jul 28
Carried
Nishit (NY Life) — call Jul 28
Nishit Sadhwani · via CDOIQ
Jul 28
Carried
Capsule Security — Black Hat follow-up
Naor Paz · w/ Holzman
Jul 22
Advancing
SafeHill — inbound via Chingona
Fernando · via Daniel
Jul 16
Carried
Spotlight — deck + traction follow-up
Katie / Alex · via Anton
Jul 24
Advancing
Gryphon — Series A call ran Jul 27
John Wu · via Ben Nye
Jul 27
Advancing
Karambit.AI — call confirmed Jul 28
Andrew Hendela
Jul 28
Advancing
Seaionl / CertPing — follow-up Jul 30
Chenna · seaionl.com
Jul 30
Advancing
DrDroid — reconnected, decide next step
Siddarth Jain · YC W23
Jul 20
Carried
Flecks.ai — office visit ran, thank-you in
Flecks · Brian / via Bear
Jul 23
Advancing
Semperis — Marty, Clarity CEO candidate
Marty Momdjian · via Holzman
Jul 16
Carried
Verapath — data room open, round live
Joe McMann · with Bear
Jul 22
Carried
Arthrix — first call done
Oleg Lerner · via Bear
Jul 16
Carried
Vigilent — first call done
Rohit Unnikrishnan · vigilent.ai
Jul 16
Carried
Pandorian — deep dive ran, decision owed
Daniel Avital
Jul 23
Carried
Zero Quarry — first call ran Jul 21
Shane Connelly · with Will
Jul 21
Carried
Rein — re-engaged on agent security
Matan Efrat · reinsec.io
Jul 17
Carried
NuDay AI — follow-up sent
Bill / Alex · with Bear
Jul 15
Carried
Mission Decisions — deck sent, not lead
Colin Hillier · via Bear
Jul 21
Carried
QuantumGenie — call done
QuantumGenie · via Bear
Jul 15
Carried
Supertide — call done
Damian · via Bear
Jul 15
Carried
Control+ — leaning pass, send turndown
Greg / Mehdi · via Anton / Dave
Jul 10
Carried
Rubicon / Bitfab — warm intros (JPM)
via Vickrum / Kevin (JPM)
Jul 14
Carried
DeFake — first call ran (done)
Kimber Labs · via Julia
Jul 14
Carried
Clearwood — pre-read, schedule
Matt · via Josh / Ian
Jul 8
Carried
Screened / parked — see detail
Misc inbounds · no action
—
Parked
Events
Outside the office & worth attending — this week + upcoming (Boston-focused)
6
CDOIQ Symposium — panel ran Jul 22
Jul 22 · Hyatt Regency Cambridge
Jul 22
Spoke
AI Cyber Alliance — Jul 29 (VG-hosted)
Jul 29 · Boston · via Will
Jul 29
This week
South x Southie — Jul 29, South Boston
Jul 29 · via Zach tracker
Jul 29
Conflicts w/ AI Cyber
Black Hat USA — Las Vegas (booked)
Aug 3-6 · Las Vegas
Aug 3
Going
Startup Boston Week — speaking Sep 18
Sep 18 · Boston (panelist)
Sep 18
Speaking
Agentic AI Summit — Boston Seaport
Oct 29 · via Zach tracker
Oct 29
Upcoming
Waiting on
2
Vinit — identity security / Clarity view
Reference · Vinit Khandelwal
25d
Aurnov — reply on events/warm-lead ask
Immortal Security · Aurnov Chattopadhyay
6d
Personal
0
Patterns this session
0
Feedback "stop with xor. it's done. remove it." — Xor moved from Active Deals (open turndown action) to permanent Suppress in triage_rules.md. Xor no longer appears anywhere in this run's output — the only item actually removed this session.
standing
Correction to the prior version of this run: an earlier pass dropped ~21 New Deals items, all 5 Q3 items, and the Vinit Waiting-On item without any confirmed resolution. Rebuilt from the full Jul 25 inventory — everything carries forward unless explicitly resolved, per the standing "checked off / no new activity ≠ resolved" rule.
exception
New Q1 activity: B&T/Maya model sent to Ian (decision meeting tomorrow), Assail Q3 board pt.2 now inside the 2-day prep window. Genesis board (today) and SpartanX warrant remain carried with continued urgency.
exception
Several items previously dimmed done (QBitXforce, Nishit/NYL, DrDroid, Seaionl, Zero Quarry, Control+, QuantumGenie, Pandorian) are un-dimmed this run — none had an actual resolution recorded, only "no new activity," which per the rules is not the same as done.
signal
Signal: Black Hat event-registration noise is extreme this week (~20+ Luma/registration-pending emails in 7 days, all correctly suppressed). Consider a standing rule to auto-suppress senders matching *.luma-mail.com / calendar-invite@lu.ma ahead of future conference weeks.
signal
Notes for next run
Corrections · personal todos · work items to add · things to suppress · anything. Cowork reads this before the next run and sorts it out.